• Increased income for your family;
• Capital gains tax avoidance;
• Minimized taxes on your income;
• Increased income at retirement;
• Diverting of income to someone in a low tax bracket;
• Gift tax and estate tax savings; Professional management of your funds;
• A hedge against inflation; Reduced probate costs;
• Provide college funds for grandchildren.
Call us before you sell and reinvest securities or real estate, or “roll over” low-yield certificates of deposit. We can help you plan a life income gift that is right for you, your family and our organization.
Thank you for supporting Arnold Palmer Medical Center. If you have any questions, please feel free to contact:
Vice President of Planned Giving & Major Gifts
Email Matt Lilly